SAM4s ER-900 Series Training Guide - Cash …files.cashregistergroup.co.uk/Web/PDF/Sam4s/ER940/...SAM4s ER-900 Series Training Guide Program Creation & Exercises Ver 1.1 CRS, Inc

SAM4s ER-900 Series

Training Guide Program Creation & Exercises

Ver 1.1 CRS, Inc.

All specifications are subject to change without notice 2012 CRS, Inc.

ER-900 Series Training Guide i

Contents

ER-900 Series Training Guide 3 Equipment Preparation & Program Creation Sequence 3 Unbox & Prepare 4

Install Card Reader 5 RAM Clear 6 Update Firmware 7 ER-900 Series Demo Programs 8

Small QSR: Casa Lupita 8 Small Bar/Tavern 9 Convenience Liquor Program 10

Developing the Program 11 ECR & Merchant Terms 12 How your merchant’s sales are tracked and organized? 12 What does “Inventory” mean? 12 Type of Discounts and Coupons 12 Other Terms to Know… 12 What’s Next? 12 Sample 20 Question Survey for Small QSR Application 13 Sample 20 Question Survey for Retail Applications 14 The Hooks Eatery Keyboard layout 15 PLU Program Worksheet 16 Group Program Worksheet 17 Payment Keys 17 Coupon and Discount Functions 18 Clerks 18 General Security Options and Function Options 19 Electronic Journal Options 19 Tax Tables 19 Messages 19

ii ER-900 Series Training Guide

Enter Programs via Keyboard 20 Memory Allocation 20 Function Key Assignment 21 Function Key Assignment 22 NLU Program 23 Tax Program --Florida State Tax (6.75%Tax Table) 25 PLU Program 26 PLU Descriptor Program 29 System Options 31 Print Options 32 Function Key Options 33 Group Program 36 Preamble/Postamble 37 Test & Debug 38 Save Program to SD 38

Managing ER-900 DataUsing the ER-900 PC Utility 39 Using the ER-900 PC Utility 40

Edit PLU Screen 40 Edit PLU Screen 41 Edit System & Print Options 42 Preparing & Loading Receipt Images 43 Use Microsoft Paint & PC Utility 43 Use Microsoft Paint & PC Utility 44 Keyboard Layouts 45

ER-900 Series Training Guide 3

ER-900 Series Training Guide

Equipment Preparation & Program Creation Sequence 1. Unbox & Prepare for Use

2. RAM Clear & Verify Firmware Version

3. Complete Software Upgrade to latest Available Version by SD Card

4. ER-900 Series Demo Programs

5. Complete Merchant Survey

6. Design Keyboard Layout

7. Fill Program Worksheets

8. Key Enter ER-900 Program:

a. Memory Allocation

b. Function Key Assignment Program

c. NLU Program

d. Tax Program

e. PLU Program

i. PLU Status

ii. PLU Group

iii. PLU Price HALO

iv. PLU Descriptor

f. System Option Program

g. Print Option Program

h. Function Key Options

i. Clerk Program

j. Group Program

k. Message Program

9. Using the PC Utility

10. Prepare & Download Graphic

4 ER-900 Series Training Guide

Keyboards ER-920/ER-940 Flat spill-resistant 150 position keyboard ER-925/ER-945: Raised keyboard with 21 PLU keys expandable to a maximum of 63 PLU key locations

Standard Customer Rear Display Unbox & Prepare

1. Load Paper (see manual: page 22.)

2. Remove Power Switch Security Cove.r

Operator Display Adjustable 8-line, 32-character Backlit Liquid Crystal Display

Printer(s) ER-920/ER-925: 58mm Receipt Printer ER-940/ER-945: 58mm Receipt and Journal Printers

Cash Drawer Sturdy Metal Cash Drawer with removable 5 Bill/5

7-Position Control Lock

Power On/Off Switch

Optional Card Reader

Power Switch Cover Options Use pointed object to toggle on/off Pop-out to remove switch cover Insert shows optional full switch

cover provided with accessories


Install Card Reader

Reference Service Manual


RAM Clear 1. Manual page 26


Update Firmware 1- Manual page 109. 2- Copy NEWNET.bin to: SD:/update/ 3- S Mode/Powerup “1” 4- Few Seconds…Rapid Flash….Power off 5- S Mode/Powerup “2” 6- Minute…Rapid Flash….Power off 7- Confirm Firmware… S Mode/50-SUBTOTAL


ER-900 Series Demo Programs

Small QSR: Casa Lupita

Load Program 1. See Manual page 137

Program Store Name: P Mode/30 SUBTOTAL/30 X/TIME/ Type “CASA0000”/SUBTL/CASH

2. Insert pre-loaded SD 3. S Mode/110 Subtotal 4. Insert CASA key template 5. Ready to Demo.

Operate Register 1. 1 CLERK (log on); 0 CLERK (log off) 2. TRANSACTIONS

a. TACO/CASH or TACO/PRESET TENDER

b. TACO/CHARGE c. TACO/10% SENIOR/CASH

3. REPORTS a. Z Mode/1 SUBTOTAL (Financial Report) b. Z Mode/3 SUBTOTAL (PLU Report)

1 Taco Combo Cheese Quesadilla Taco Taco Tuesday $1.00

Guac 2.00 Guac FEED JOURNAL

FEED ERROR CORR VOID CLERK

2 Taco Combo

Meat Quesadilla

Steak / Fajita Taco Chips & Salsa 10%

Senior RA PO #/NS RETURN

3 Taco Combo Chimichanga Veggie

Taco Tortilla Soup Open % CANCEL

2 Cheese Ench & 1 Taco

Smothered Burrito

Taco Salad Jarritos Rice Beans Open

$

3 Cheese Enchilada Burrito Tamales Sodas ADD

CHECK TAX 1 CONV 1

Meat Enchilada Red

Steak / Fajita Burrito Nachos Mexican

Coke $5.00 CLEAR PLU X/TIME

C A S H

Meat Enchilada Green

Veggie Burrito Torta Bottled

Water $10.00 7 8 9

Chile Rellano

Veggie / Fajita Burrito

House Specialties Sopapillas $20.00 4 5 6

C H A R G E

Homemade Flan Cookies $50.00 1 2 3 SUBTL

Bean & Cheese Burrito Super Nachos Sides &

Extras Misc $100.00 0 00 . CASH


Small Bar/Tavern

Load Program 1. Program Store Name: P Mode/30

SUBTOTAL/30 X/TIME/Type “BAR00000”/SUBTL/CASH

2. Insert pre-loaded SD 3. S Mode/110 Subtotal 4. Insert BAR key template 5. Ready to Demo.


a. BEER/CASH b. BEER/GARLIC BREAD/CASH c. CASH (prints requisition) d. 1 CHECK#/11 TABLE# (new check

opens) e. BEER/SERVICE (guest check prints) f. 1 CHECK#/11 TABLE# (check recalled) g. BEER/SERVICE (second round-updated

check prints) h. 1 CHECK#/11 TABLE# (check recalled) i. SUBTL/ add tip press TIP/CHARGE

(check is paid) j. 2 CHECK#/12 TABLE# k. STEAK/MEDIUM/BAKED/FRENCH

CHICKEN/RICE/1000 ISLAND BEER/GLASS WINE SERVICE

l. CASH (prints requisition)

STEAK CHICKEN WHISKEY SCOTCH VODKA DOMESTIC

BEER FEED JOURNAL


RARE TEQUILA RUM SCHNAP IMPORTED

BEER %1 RA PO #/NS RETURN

MED RARE

GIN BRANDY CORDIAL TAP

GLASS %2 TAKE

OUT EAT IN

DRIVE THRU CANCEL

MEDIUM SOUR WATER 7 UP TAP

PITCHER %3 CHECK

# SERVICE TABLE #

PRINT CHECK

MED WELL

GINGER

ALE TONIC SODA

BOTTLE WINE

%4 ADD CHECK TAX 1 CONV

1 CHARGE

3

WELL COKE DIET COKE

GLASS WINE

MACRO 1 CLEAR PLU X/TIME CHARGE

2

GARLIC MASH

BAKED POTATO

OPEN LIQUOR

MACRO 2 7 8 9 CHARGE

1

FRENCH FRIES

RICE MACRO 3 4 5 6 CHECK

FRENCH 1000 ISLAND

TIP MACRO

4 1 2 3 SUBTL

ITALIAN RANCH GARLIC BREAD

MACRO 5 0 00 . CASH


Convenience Liquor Program

Load Program 1. Program Store Name: P Mode/30

SUBTOTAL/30 X/TIME/Type “GROCERY0”/SUBTL/CASH

2. Insert pre-loaded SD 3. S Mode/110 Subtotal 4. Insert GROCERY key template 5. Ready to Demo.


a. SCAN ITEM (use item in file) b. SCAN ITEM (not in file) c. 1 (save) d. Enter price/X/TIME e. GROCERY (copy PLU) f. CASH (finalizes sale)

3. REPORTS a. X Mode/15 SUBTOTAL (Not Found PLU

Report)

GROCERY REGULAR

GAS FEED JOURNAL


GROCERY TAXABLE

PREMIUM

GAS %1 RA PO #/NS RETURN

CANDY BAKERY DIESEL %2 TAKE OUT

EAT IN

DRIVE THRU CANCEL

CHIPS FRUIT OIL AUTO %3 CHECK # SERVICE TABLE

# PRINT CHECK

FROZEN PRODUCE %4 ADD CHECK TAX 1 CONV

1 CHARGE

3

MEAT MACRO 1 CLEAR PLU X/TIME CHARGE

2

DELI BEER MACRO

2 7 8 9 CHARGE 1

COOKIE LIQUOR MACRO

3 4 5 6 CHECK

WINE MACRO

4 1 2 3 SUBTL

FOOD

STAMP SUBT

FOOD STAMP TEND

CIG PACK MACRO

5 0 00 . CASH


Developing the Program On the right is a facsimile of a menu from an actual lake-side restaurant in Minnesota. The training exercise you will complete will develop an ER-900 Series program for the items on this menu.

This restaurant provides quick service or fast casual style of service. Orders are registered as they are taken a t the counter. Payment is made immediately. The application is quite simple. In real life, a requisition system might benefit the merchant, such as using a second copy of the receipt, a receipt requisition, or a kitchen printer ticket to match the food order to the customer

The style of service and the size of the establishment make this restaurant an “ideal” ECR prospect.

The programmer will evaluate the menu before beginning, taking care to determine:

How manu items are sold? Do they fit easily on the Keyboard?

Are there logical “groups” of items?

Are there different Breakfast/Lunch/Dinner menus? Does it make sense to use the keyboard level feature of the ER-900?

Are there different sizes of items? Does it make sense to use small, medium and/or large modifier keys so that the keyboard can accommodate more items or so that order entry is more intuitive?

After evaluating the menu, the programmer will use a survey or questionnaire such ans the examples that follow to deterimine which ECR features will be deployed and how the ECR will be programmed.

Before launching into the program, we should take a brief detour to discuss ECR terminology…

12 ER-900 Series Training G

uide

ECR

& M

erchant Terms

It is useful to clear up any potentially confusing terminology issues you m

ay encounter as you talk with your

merchant. For exam

ple, as you gain experience with the ER

-900, you will be using the term

“PLU”

frequently. If your customer provides food service, they sim

ply refer to “menu item

s” or if they are already using a cash register, they m

ay call items “preset keys”. D

epending upon the type of merchant and their

experiences, they may use different term

inology.

The companion booklet to this training exercise is called “Selling SA

M4s Electronic C

ash Registers

Successfully”. The first ten pages of the booklet provide considerable background information about the EC

R

market. B

eginning at page 11, the ECR

Tutorial will introduce, define and explain EC

R hardw

are and softw

are features and options. If you have not already done so, now is a good tim

e to read this material.

You w

ill need to think about many of the follow

ing ideas before you start programm

ing…

How

your merchant’s sales are tracked and organized?

By Item

? Terms you m

ay hear: PLU

—Price Look U

p or Product Look Up

SKU

—Stock K

eeping Unit

Preset—U

nique Key on K

eyboard that represents a unique item

Menu Levels &

Price Levels—Lunch/D

inner or Small/M

edium/Large

By C

ategory? D

epartment—

Old-Fashioned C

ash Register Term

for Open Entry K

ey O

pen PLU—

ECR

equivalent to Departm

ent Key

Sub-Departm

ent—Term

for tiers of items w

ithin a department

Group and/or Sub-G

roup—Subtotals of selected item

s

What does “Inventory” m

ean?

Low Expectation: A

count of every item sold

H

igh Expectation: A C

omputerized System

that generates Purchase Orders

Type of Discounts and C

oupons Percentage O

ff—B

y item or entire sale

Vendor C

oupon—Equivalent to Paym

ent Method

Store Coupon—

Equivalent to discount on item

Mix &

Match—

Buy one and get one free?

Other Term

s to Know

…

Received on A

ccount & Paid O

ut—R

ecords Pickups & Loans

Eat In/Take Out/D

rive Thru—C

ategorize Sales adjust Sales Taxes C

harge Posting—Legacy Functions for H

ouse Account M

anagement

Check Tracking—

Suspending Sales for Payment Later

What’s N

ext? SA

M4s EC

Rs provide considerable capacity and m

uch programm

ability. It is not practical to attempt deploy

every feature available. Programm

ers are best advised to keep applications as simple as possible (w

hich m

inimizes the tim

e investment) and suggest features and processes only w

hen needed to “close the deal”. Tw

o suggested surveys follow. They attem

pt to determine w

hich popular features are needed. As you gain

experience in selling, programm

ing & installing SA

M4s EC

Rs, you w

ill decide what w

orks well for you and

your merchant clients. This experience w

ill help you develop a survey that works for you. A

fter completing

the QSR

survey, continue by designing a keyboard and filling the program w

orksheets provided.

Sample 20 Q

uestion Survey for Small Q

SR A

pplication

1. G

et the menu (for K

eyboard Programm

ing, Item N

ames and Prices)

a. Is there a need for Sm

all/Medium

/Large sizes? b.

Is there a need for Breakfast/Lunch/D

iner menus?

2. A

re there logical groups of items that need to be reported, i.e. drink, sandw

iches, hot food, desserts, ice cream

, etc. (Identify for programm

ing PLUs)

3. State Local Tax Inform

ation (Percentage/Rate/Taxability R

ules) 4.

Type of sales, i.e. Eat In, Take Out, D

rive Thru (check tax rules) 5.

Payment M

ethods? a.

Cash

b. C

heck c.

Charge

d. Electronic: C

redit/Debit/G

ift (EBT not available)

6. C

lerks or Operators

a. O

nly one needed? If Multiple…

how m

any, need names

b. C

hange at shifts? c.

Change for each transaction?

7. Types of V

oids, Corrections, etc. that w

ill be used a.

Error Correct (last item

) b.

Previous Item V

oid c.

Returns

d. C

ancel Transaction e.

Void K

ey lock 8.

Manager C

ontrol on above? 9.

Receipt alw

ays or on demand?

10. Text message on receipt (top and/or bottom

)? 11. B

itmap Logo on receipt (top and/or bottom

)? Possible a coupon? 12. Enforced C

losed Draw

er and/or Open D

rawer A

larm (System

Option #4)

13. Use Electronic Journal?

14. Enforced Cash Tender?

15. Use Preset Tenders? W

hat Denom

inations? 16. A

re there item discounts or coupons?

17. Are there sale discounts (i.e. Senior)?

18. Requisitions:

a. K

itchen Printer? b.

Receipt R

equisition/ 19. W

hat reports are needed and when? (A

ttach any check out forms used)

a. Financial-balance the till

b. PLU

(item sales)

c. O

ther: Clerk, G

roup, Time, D

ay 20. A

ny Peripherals? a.

Coin D

ispenser, Scale, Kitchen Printer, PC


uide

Sample 20 Q

uestion Survey for Retail A

pplications

1. R

eview M

erchandise sold: Are there logical categories of item

s that need to be recorded into open PLU

s? 2.

Review

Merchandise sold: A

re there individual items that need to be priced and tracked? i.e.

PLUs, SK

Us or B

arcodes? 3.

If individual items are tracked, how

many item

s? If individual items are tracked, w

hat is the strategy for program

ming?

4. If “Inventory” is desired, w

hat does this mean?

a. The m

erchant wishes to report sales levels for each item

? (GO

) b.

The merchant w

ishes computerized inventory control w

here vendors and purchase orders are tracked (C

AU

TION

/STOP)

5. State Local Tax Inform

ation (Percentage/Rate/Taxability R

ules) 6.

Payment M

ethods? a.

Cash

b. C

heck c.

Charge

d. Electronic: C

redit/Debit/G

ift (EBT not available)

7. C

lerks or Operators

a. O

nly one needed? If Multiple…

how m

any, need names

b. C

hange at shifts? c.

Change for each transaction?

8. Types of V

oids, Corrections, etc. that w

ill be used a.

Error Correct (last item

) b.

Previous Item V

oid c.

Returns

d. C

ancel Transaction e.

Void K

ey lock 9.

Manager C

ontrol on above? 10. R

eceipt always or on dem

and? 11. Text m

essage on receipt (top and/or bottom)?

12. Bitm

ap Logo on receipt (top and/or bottom)? Possible a coupon?

13. Enforced Closed D

rawer and/or O

pen Draw

er Alarm

(System O

ption #4) 14. U

se Electronic Journal? 15. Enforced C

ash Tender? 16. U

se Preset Tenders? What D

enominations?

17. Are there item

discounts or coupons? 18. A

re there sale discounts (i.e. Senior)? 19. W

hat reports are needed and when? (A

ttach any check out forms used)

a. Financial-balance the till

b. PLU

(item sales)

c. O

ther: Clerk, G

roup, Time, D

ay 20. A

ny Peripherals? a.

Coin D

ispenser, Scale, Kitchen Printer, PC


The Hooks Eatery Keyboard layout

Full Rack Ribs Ham

Sandwich Junior Cone Sundae 1 Scoop Cup Root

Beer FEED JOURNALFEED

ERROR CORR VOID CLERK

Half Rack Ribs

Roast Beef

Sandwich Single Single

Waffle Sundae 2 Scoop

Quart Root Beer

%1 RA PO #/NS RETURN

Pulled Pork

Sandwich Turkey

Sandwich Double Double Waffle

Sundae 3 Scoop

½ Gal Root Beer

%2 TAKE OUT

EAT IN

DRIVE THRU CANCEL

Bob’s Beans Hot

Panini Single Dish

Turtle Sundae

Root Beer

Freezie %3 CHECK

# SERVICE TABLE #

PRINT CHECK

Slaw Wrap Sandwich Double

Dish LG Turtle Sundae

Root Beer Float


1 CHARGE

3

Chicago Style Dog Triple

Dish Pint MACRO1 CLEAR PLU X/TIME CHARGE

2

Hot Dog Shake/ Malt Quart MACRO

2 7 8 9 CHARGE 1

Dirty Chips Single

Waffle MACRO3 4 5 6 CHECK

MACRO4 1 2 3 SUBTL

GIFT SHOP

MACRO5 0 00 . CASH


uide

PLU Program

Worksheet

About PL

U N

umbers &

Num

bering Systems: The default keyboard of the ER

-920/940 (flat keyboard m

odels) provides 100 default PLU key locations, num

bered from #1 to #100. If you use the default

numbering schem

e, you will find that the PLU

report lists the items in num

erical order, from 1 to 100, w

hich m

ay be inconvenient to the merchant, particularly if sizes (sm

all, medium

, large) are deployed.

Note that the program

mer for this exercise chose to use assign different PLU

numbers to each key location

(through NLU

programm

ing) and keep like items in the sam

e sequence. This will m

ake reports more logical

and readable for the merchant.

T

axable PL

U #

Key L

abel Print D

escriptor 12 Character

PresetY

/N

Preset Price

Open

Y/N

M

aximum

E

ntry 1

2 3

4

Assign to

Group #

10000 Full R

ack R

ibs FULL RACK

Y

19.95 N

Y

1

10100 H

alf Rack

Ribs

HALF RACK

Y

12.95 N

Y

1

10200 Pulled Pork

Sandwich PULLED PORK

Y

7.95 N

Y

1

10300 Bob’s Beans

BOB’S BEANS

Y

2.50 N

Y

1

10400 Slaw

SLAW

Y

2.50 N

Y

1

20000 H

am

Sandwich HAM SAND

Y

5.95 N

Y

2

20100 R

oast Beef

Sandwich ROAST BEEF

Y

5.95 N

Y

2

20200 Turkey

Sandwich TURKEY SAND

Y

5.95 N

Y

2

20300 H

ot Panini

HOT PANINI

Y

5.95 N

Y

2

20400 W

rap S

andwich WRAP SAND

Y

5.95 N

Y

2

20500 C

hicago Style D

og CHICAGO DOG

Y

5.95 N

Y

2

20600 H

ot Dog

HOT DOG

Y

3.00 N

Y

2

20700 D

irty Chips

DIRTY CHIPS

Y

1.75 N

Y

2

30000 C

one

30001

Junior JUNIOR CONE

Y

1.75 N

Y

3

30002 Single

SINGLE CONE

Y

2.25 N

Y

3

30003 D

ouble DOUBLE CONE

Y

3.25 N

Y

3

30400 Single W

affle SGLE WAFFLE

Y

3.05 N

Y

3

30500 D

ouble W

affle DBL WAFFLE

Y

4.05 N

Y

3

30600 Single D

ish SINGLE DISH

Y

1.75 N

Y

3

30700 D

ouble Dish

DOUBLE DISH

Y

2.25 N

Y

3

30800 Triple D

ish TRIPLE DISH

Y

4.25 N

Y

3

30900 S

hake/Malt

SHAKE/MALT

Y

4.35 N

Y

3

31000 Sundae1

Scoop SUNDAE 1-SCP

Y

3.20 N

Y

3

31100 Sundae 2 Scoop

SUNDAE 2-SCP

Y

4.20 N

Y

3

31200 Sundae 3 Scoop

SUNDAE 3-SCP

Y

5.20 N

Y

3

31300 Turtle

Sundae TRTLE SUNDAE

Y

3.75 N

Y

3

31400 LG

Turtle Sundae

LG TURTLE

Y

4.75 N

Y

3

31500 P

int PINT

Y

3.75 N

Y

3

31600 Q

uart QUART

Y

6.75 N

Y

3

40000 C

up Root

Beer

CUP ROOT BR

Y

1.75 N

Y

4

40100 Q

uart R

oot Beer

QUART RT BR

Y

3.75 N

Y

4

40200 ½

Gal

Root B

eer ½ GAL RT BR

Y

6.00 N

Y

4

40300 R

oot Beer

Freezie RT BR FREEZE

Y

4.35 N

Y

4

40400 R

oot Beer

Float RT BR FLOAT

Y

3.20 N

Y

4

50000 G

IFT SH

OP

GIFT SHOP

N

Y

100.00

Y

5

Make additional copies of this sheet as needed.

Group Program

Worksheet

Group #

Print Descriptor

(12 Characters)

1 B

BQ

2 Sandw

iches

3 Ice C

ream

4 R

oot Beer

5 G

ift Shop

6

7

8

9

10

11

12

13

14

15

Payment K

eys

Cash K

ey Option:

Force the operator to enter the amount tendered?

Yes

No

Check K

ey Options:

Force the operator to enter the amount tendered?

Yes

No

Check over-tenders m

ust take place with the m

anager key in the X

key lock position?

Yes

No

Charge/C

redit Function Options:

Charge/

Credit

Descriptor

(8 character m

aximum

)

Maxim

um

Charge

Am

ount

Open C

ash D

rawer?

Default Y

es

Allow

O

vertender? D

efault No

Allow

U

ndertender ? D

efault No

1 V

isa/MC

100.00

Yes

No

Yes

2

3

4

5

6

7

8


uide

Coupon and D

iscount Functions Y

ou can use up to 5 functions for discounts and coupons. Coupons are entered as am

ounts; discounts are calculated by percentage.

Coupon Functions:

K

ey Label/

Descriptor

Preset A

mount

or E

nter Am

ount to a m

ax of A

pply to: Item

or Sale C

harge tax on: N

et or Gross

Allow

by: M

gr or Operator

$1.00 Off

Preset

Item

Sale N

et G

ross M

gr O

perator

Item

Sale N

et G

ross M

gr O

perator

Item

Sale N

et G

ross M

gr O

perator

Item

Sale N

et G

ross M

gr O

perator

Item

Sale N

et G

ross M

gr O

perator

Discount Functions:

K

ey Label/

Descriptor

Preset percentage

or E

nter % to a

max of

Apply to:

Item or Sale

Charge tax on: N

et or Gross

Allow

by: M

gr or Operator

Senior Disc

Percent 10

Item

Sale N

et G

ross M

gr O

perator

Item or Sale

Net

Gross

Mgr

Operator

Item

or Sale N

et G

ross M

gr O

perator

Item or Sale

Net

Gross

Mgr

Operator

Item

or Sale N

et G

ross M

gr O

perator N

ote about Tax C

alculation on Coupons and D

iscounts: If an item

taxable at 6% norm

ally sells for $10 and a $1 coupon is applied you can select when the tax is calculated. If

you choose tax on gross, the tax would be $0.60 in this exam

ple; if you choose tax on net, the tax would be $0.54 in this

example. Typically coupons issued by a store reduce the taxable am

ount and you would choose the “net” tax option.

Typically coupons issued by a vendor are considered a form of paym

ent and you would choose the “gross” tax option.

Clerks

Standard mem

ory provides for 10 clerks/operators and time clock functions.

Clerk Sign on O

ption: R

equire each clerk to sign on at the beginning of each transaction? (If N

o, then the clerk can operate multiple transactions after signing on)

Yes

No

Clerk #

Descriptor

(12 character clerk nam

e)

Clerk security code

(Code used to sign on. C

an be one to ten digits)

1 The B

oss 1234

2 Fred

2345 3

4

5

6

7

8

9

10

General Security O

ptions and Function Options

Draw

er must be shut to operate register?

Yes

No

Sound alarm if draw

er is not shut?

Y

es N

o If yes, activate open draw

er alarm at

_____________seconds (0-99) R

equire manager key to be placed in the X

lock position to: Finalize negative a or a zero balance sale?

Y

es N

o Perform

a No Sale?

Y

es N

o A

pply a discount or a coupon?

Y

es N

o C

ancel a transaction in progress?

Y

es N

o V

oid last item entered (error correct)?

Y

es N

o V

oid an item entered previously inside a sale?

Yes

No

Return M

erchandise?

Yes

No

Receive or pay out cash from

the drawer?

Y

es N

o

Electronic Journal Options

Implem

ent the electronic journal feature?

Y

es N

o If the electronic journal feature is used, accum

ulate all activity?

Yes

No

Send only negative items to the electronic journal?

Y

es N

o Send the reset report to the electronic journal?

Y

es N

o Prom

pt the operator if the electronic journal is full?

Yes

No

Stop operations when the electronic journal is full?

Y

es N

o Tax Tables Please attach a printed copy of the tax table (or tax tables) that apply to item

s sold in your region. Your local tax

collection authorities usually provide printed tax tables. DO

NO

T simply provide a tax percentage, since m

any state and local taxes round calculations differently than w

ould be expected with a straight percentage calculation.

Note:

Accurate tax collection is the responsibility of the m

erchant. Before your register is used for live sales, sam

ple transactions should be entered to verify accurate tax com

putations. M

essages A

3-line preamble m

essage can be set to print on the top of each receipt (when a printer is connected.) Indicate the

message you w

ish to print in the spaces provided.

A

3-line post-amble m

essage can be set to print on the top of each receipt (when a printer is connected.) Indicate the

message you w

ish to print in the spaces provided.


Enter Programs via Keyboard

Memory Allocation Use Default


Function Key Assignment


Function Key Assignment Set Unused Functions to inactive (key code 447.) Set Junior to #367, Single to #368 and Double to #369 (modifiers 1-3).

Full Rack Ribs Ham

Sandwich Junior Cone Sundae 1 Scoop Cup Root

Beer FEED JOURNALFEED


Half Rack Ribs

Roast Beef


Waffle Sundae 2 Scoop

Quart Root Beer


Pulled Pork

Sandwich Turkey


Sundae 3 Scoop

½ Gal Root Beer

%2 CANCEL

Bob’s Beans Hot

Panini Single Dish

Turtle Sundae

Root Beer

Freezie



Root Beer Float

ADD CHECK TAX 1


Dish Pint CLEAR PLU X/TIME

Hot Dog Shake/ Malt Quart 7 8 9 CHARGE

1

Dirty Chips Single

Waffle 4 5 6 CHECK

1 2 3 SUBTL

GIFT SHOP

0 00 . CASH


NLU Program Set PLU number that will be accessed for each location…

Full Rack Ribs Ham

Sandwich Junior Cone Sundae1 Scoop Cup Root

Beer FEED JOURNAL FEED


Half Rack Ribs

Roast Beef


Waffle Sundae2 Scoop

Quart Root Beer


Pulled Pork

Sandwich Turkey


Sundae3 Scoop

½ Gal Root Beer

%2 CANCEL

Bob’s Beans Hot

Panini Single Dish

Turtle Sundae

Root Beer

Freezie



Root Beer Float

ADD CHECK TAX 1


Dish Pint CLEAR PLU X/TIME

Hot Dog Shake/ Malt Quart 7 8 9 CHARGE

1

Dirty Chips Single

Waffle 4 5 6 CHECK

1 2 3 SUBTL

GIFT SHOP

0 00 . CASH

Set this location to PLU #10000 Use PLU Program Chart to determine PLU#s for all other locations


NLU Program Procedure Refer to the PLU Program Worksheet. Determine the PLU number that is used for each item. Locate the item on the keyboard and assign the appropriate PLU number to each location.


Tax Program --Florida State Tax (6.75%Tax Table) 101 Tax Shift 1 9 Tax Shift 1 1 Tax Shift 1 14 Tax Shift 1 29 Tax Shift 1 44 X/TIME 59 Tax Shift 1 74 Tax Shift 1 88 Tax Shift 1 103 Tax Shift 1 118 Tax Shift 1 133 Tax Shift 1 148 Tax Shift 1 162 Tax Shift 1 177 Tax Shift 1 192 Tax Shift 1 207 Tax Shift 1 222 Tax Shift 1 237 Tax Shift 1 251 Tax Shift 1 266 Tax Shift 1 281 Tax Shift 1 296 Tax Shift 1 311 Tax Shift 1 325 Tax Shift 1 340 Tax Shift 1 355 Tax Shift 1 370 Tax Shift 1 385 Tax Shift 1 409 Tax Shift 1 414 Tax Shift 1 429 Tax Shift 1 444 Tax Shift 1 CASH

Contact CRS Technical Support for assistance


PLU Program

PLU Status Program

Use Status: 600000003 For all taxable preset PLUs Use Status: 500000001 For the open-entry GIFT SHOP PLU


PLU Group Assignment Program Step #4 Entry for Group#

010000 1

020000 2

030000 3

040000 4

050000 5


PLU Price/HALO Program Refer to the PLU Program Worksheet to determine the PLU price for each PLU.

Use 100.00 as the HALO amount for the GIFT SHOP PLU. Entries over $100.00 will not be allowed.


PLU Descriptor Program Refer to the PLU Program Worksheet to determine the descriptor for each PLU.

Type the descriptor using the Program Overlay.


Program Overlay

FEED JOURNALFEED



' " < > - + = : ? %2 TAKE OUT

EAT IN

DRIVE THRU CANCEL

! @ # $ % ^ & * ( ) %3 CHECK# SERVICE TABLE

# PRINT CHECK

q w e r t y u i o p %4 ADD CHECK TAX 1 CONV

1 CHARGE

3

a s d f g h j k l ; MACRO1 CLEAR PLU X/TIME CHARGE

2

z x c v b n m , . / MACRO2 7 8 9 CHARGE

1

CAP DOUBLE SPACE SPACE SPACE SPACE SPACE CAP DOUBLE BACK MACRO3 4 5 6 CHECK

MACRO4 1 2 3 SUBTL

MACRO5 0 00 . CASH


System Options Set Options:

Option # Setting

2 1 (Code Entry Clerk)

4 2 (Drawer Alarm ON)

30 TRAINING (Store Name)


Print Options Set Options:

Opotion # Setting

21 3 (Prints pre/post message receipt)

28 1 (Print pre graphic logo)


Function Key Options

CANCEL Options Set status to: 2

CASH Options Set status to: 100


Modifier Key Programming Junior, Single & Double keyas are modifier keys set to work only with the “Cone” key. To register press the appropriate modifier key before the “Cone” key. A different PLU will be registered for each modifier:

Junior-Cone will register PLU#30001

Single-Cone will register PLU#30002

Double-Cone will register PLU#30003

To accomplish this, the “Cone” key is set as PLU #30000 with an inactive status. (The Cone key will not work without having a modifier key pressed first.)

Each Modifier key is set with the Program 70 status of 201, meaning that the modifier will affect the PLU number, the modifier descriptor will not print (the actual PLU will provide the complete descriptor, i.e. JUNIOR CONE) and the first digit will be affected.

The value of affected digit program (Program 90) will be set differently for each modifier key: the JUNIOR key will have the value of “1”, the SINGLE key will have a value of “2” and the “DOUBLE” key will have a value of “3”.

See page 169 of the manual (provide at the right) for a complete explanation of modifer key programming.


Clerk Program Refer to Clerk Program chart set Code & Descriptors.


Group Program Refer to Group Program worksheet and set all Group Descriptors.


Preamble/Postamble


Test & Debug 1. Return Register to REG key postion.

2. Insert Key Sheet

3. Sign on/off Clerk

4. Test Each PLU

i. Price?

ii. Descriptor?

5. Check Cash & Charge Functions

6. Run Reports: Financial, PLU, Clerk, Time. Save a copy of each report for discussion of information.

Save Program to SD

1. Turn the control lock to the S position. 2. To backup the program to SD, enter 1 0 0, press the SUBTOTAL key.

0 SUB TOTAL

0 1

Note Path on SD Card: ER900 PGMBACK TRAINING


SD 1 GB or less Format FAT32

(see pg. 104)

Managing ER-900 Data

Backup To SD: Program Files (all)

(S/100/SUBTL) Reports (All) .csv or.rep

(S/101/SUBTL (.rep)) (X/101/SUBTL (.xls))

Send to ECR by SD: Program Files (all or selective)

(S/110/SUBTL (all)) Bitmap Logos

(S/120/SUBTL (pre)) (S/130/SUBTL (post))

Firmware Update (see pg. 109 Caution!)

SD Contents: Firmware: SD\\update\NEWNET.bin Images: SD\\ER900\PgmBack\Store Name\USERPRE.IMG and

USERPOST.IMG Program Files: SD\\ER900\PgmBack\Store Name\ (files) Report Files:: SD\\ER900\RptBack\Store Name\ (files)

Free to Reseller PC Utility Save/Load Program Files (all or selective) Edit Programs View Report Only (No Polling) Convert Images to .IMG Send Images to ECR

USB/Serial Converter

SD Reader

SAM900 Remote Unattended Polling Multiple Stores Edit Programs Convert Images to .IMG Send Images to ECR


Using the ER-900 PC Utility 1. Load the Utility

2. Start the Utility (start/All Programs/SCH Utility/900PC)

3. Create new store TRAINING

4. Copy SD files from SD:ER900/PRGBACK/TRAINING to C: ER-900PC/TRAINING

5. Select Store “TRAINING” from list box, Click CLOSE.


Edit PLU Screen 1. Select PLU from the Edit Program menu.

2. Click a PLU in the Left Column to display it’s options.

3. Add the remaining PLUs from the PLU Chart.

4. Enter the PLU number in the PLU CODE field, press <ENTER>.

5. Fill in options.

6. Click SAVE.


Edit System & Print Options Select System Option and Print Option from the Edit PLU menu.


Preparing & Loading Receipt Images Refer to Manual Instructions on page 106…

Specification: The image must be black/white, 384 x 192 pixels, and 10 Kbytes or less in size

Caution: Color & Gray-Scale images do not always make clean black & white images.

Bad Example:

Better Example:

Best Examples:

Color Image Converted to B/W


Use Microsoft Paint & PC Utility 1. Open image or paste into new Paint window.

2. Select Attributes from the Image menu.

3. Set as shown:

a. Width 384 x Height 192 pixels

b. Select Black and white

4. Save image.

5. Open PC Utility.

6. Choose Convert Logo Image from the Utility menu. The Bmp dialog box displays.

7. Click FILE OPEN. Select the bitmap image you wish to use from the Open dialog and click the Open command button.

8. Click the SAVE AS PRE IMG or SAVE AS POST IMG button.

9. Files can be found at C:\ER-900PC\Store Name.

10. To load images through the PC Utility: choose PreAmble Image ro PostAmble Image from the DownProgram (PC->ECR) menu.

11. To load images by SD card: copy USERPRE.IMG and USERPOST.IMG to SD// SD\\ER900\PgmBack\Store Name\

12. Insert SD card into the ECR. 13. To load preamble, go to S and enter 120 SUBTL 14. To load postamble, go to S and enter 130 SUBTL


Keyboard Layouts Microsoft Word is recommended. The PC Utility saves the existing layout based upon the program, but does not print an accurate key sheet.

CRS provides a word file with an empty keyboard in a Microsoft Word table. You can edit, save, and print as needed. Basic Word skills are required.

FEED JOURNALFEED



%2 TAKE OUT

EAT IN

DRIVE THRU CANCEL

%3 CHECK# SERVICE TABLE

# PRINT CHECK


1 CHARGE

3

MACRO1 CLEAR PLU X/TIME CHARGE

2

MACRO2 7 8 9 CHARGE

1

MACRO3 4 5 6 CHECK

MACRO4 1 2 3 SUBTL

MACRO5 0 00 . CASH

Place your cursor in a cell and type a new label.

You can select a font and a font size from the format toolbar.

To color a cell, select the cell and choose borders & shading from the Tools menu.

To merge cells, select the cells and choose Merge Cells from the Table menu.

(Note: Using Office Word 2003. Later versions using the “Ribbon” have slightly different commands. Proficency in Word is recommended.)

Documents

SAM4s ER-900 Series Training Guide - Cash …files.cashregistergroup.co.uk/Web/PDF/Sam4s/ER940/...SAM4s ER-900 Series Training Guide Program Creation & Exercises Ver 1.1 CRS, Inc